Remove 2004 Remove Financial Services Remove Numbers Remove Portfolio Management
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Transcript: Marta Norton

The Big Picture

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130
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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. stocks since the middle of 2004. large-cap managers have been able to beat the market consistently. is not particularly notable.

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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. stocks since the middle of 2004. large-cap managers have been able to beat the market consistently. is not particularly notable.

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Transcript: Aswath Damodaran

The Big Picture

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 289